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Add a staff user
When to use it
Use this guide when you need to add a staff user.
Before you start
- Open User Management from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The staff user is saved with the selected role and status. An entered M-Pesa number is submitted for payment-profile review; saving it does not approve it for payments.
Staff edits change identity, assigned access and active status. Delete archives the staff user as inactive rather than erasing the record.
Steps
- Open Users and Roles → User Management and select Add User.
- Enter the first name, last name, email, and any M-Pesa phone number. Select the gender, employee status, and Kenyan nationality answers.
- Choose the Role carefully: it determines which screens and actions the person can use. Choose the department and level where applicable.
- Choose Active or Inactive if your account allows it. New users start inactive unless their status is changed.
- Select Save and check the saved name, role, and status.
Screenshot to add: User Management: add a staff user. Capture filename: images/add-a-staff-user.png.
Restrictions
You need permission to add or edit users; changing active status needs separate permission. An M-Pesa number entered here must start with 07 or 01 and contain exactly 10 digits. The email must meet the form requirements.
If something went wrong
After an unclear Save, look for the person by email before adding another staff account.
For incorrect saved details or role, follow Update a staff user. If the wrong person was made active, have an authorised administrator correct the status through Activate or inactivate and review access promptly. Incorrect M-Pesa details need corrected submission and separate Finance payment-profile review.
Check the correction
Check the intended staff identity, role and active status, and verify approved payment details separately. Review any work performed with incorrect access.